Seized the day today and took heavy losses.

$CVS (+0,19%) sold completely and from the remaining money

position $CAT (+0%) and rebuilt the positions $ABBV (-0,09%) , $VZ (+0,33%) and $ETN (+0,22%) increased.

I expect the latter in particular to deliver strong share price and earnings growth in data centers, automation, drive and aviation technology. Everything that has to do with electrification. 😅

Last major acquisition this year

$LIN (+0,15%)
$ECL (+0,09%)
$ABBV (-0,09%)

From now on only 2 standing orders

On the one hand $VWCE (-0,01%) and $ETN (+0,22%)

Due to the expansion of data centers, shares in the energy sector such as $CEG (+0,27%)
$VST (-0,16%)
$ETN (+0,22%) and $BWXT (+1,43%) (nuclear) are soaring, especially after the announcement by $MSFT (+0,24%) regarding nuclear energy.

After looking into your private crystal ball, do you think that a longer-term trend has begun in terms of share price development? Or do you think that everything is already priced in and that the rise will soon flatten out again, so that all that's left now is to chase the "runaway train"? (I think this will happen much faster than the "normal" investor thinks - after all, "smart money" is a bit smarter than we are).

Personally, I think that the most likely candidates here are the established $SU (-0,1%) and $ETN (+0,22%) will prevail in the long term, even if they have already done very well. Another permanent 'player' for me would be $RR. (+0,04%) (SMRs - although the question is when they will actually be built and profitable).

What do you think? Are you looking at other companies in this field?

This was my first dividend from Eaton. I was paid €3.67 by Scalable.

Can that be right? It seems a bit low to me. I have already exhausted my tax-free allowance this year.

Everyday shares at a glance $ETN (+0,22%)

If you walk through the world with your eyes open,

you notice the everyday stocks from time to time, as in this case at Karl's strawberry farm in Rövershagen near Rostock.

Which obviously also use the automation technologies of Eaton Corp. $ETN (+0,22%)

For me still the better Siemens and the Nvidia of electronics, drive technology and building automation

Can anyone tell me why $ETN (+0,22%) can't run in the savings plan at TR? 🤔

Thank you very much!

After the publication of the quarterly figures, the share price again rose $ETN (+0,22%) 😎

So. Further shares of Eaton $ETN (+0,22%) expanded.

I just believe that they will play a key role in the modernization of the electrical industry.

Especially in grid expansion for e-mobility as well as more power capacity for AI server farms.

And before the quarterly numbers are released, a new position, Archer Daniels, $ADM (-0,59%) to my portfolio.

Also a position I had been eyeing for a while, but unfortunately missed the dip due to lack of cash.

Now finally made up for 😁

General question, what do you think of the investment $ETN (+0,22%) ?

I've been watching them for years and finally got in. The no longer seem to become cheaper